- Beranda
- Sales and CRM
-
Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
Instal
Gratis
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PenilaianPenilaian terlalu sedikit
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Instalasi1515
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PengembangAlaio, inc
Deskripsi
A Bitrix24 BI connector data source for Power BI that connects to the crm_lead table. Provides 56 fields covering lead lifecycle, assignment, source attribution, status, and UTM parameters.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
Dukungan teknis
Petunjuk instalasi
Standard installation from the BI-Analytics tool
Keamanan data
Basic report on leads
Aplikasi meminta izin untuk mengakses data:
Pengguna (minimum)
baca daftar pengguna dan nama tanpa informasi kontak
Nilai
5 /5
5 bintang
1
4 bintang
0
3 bintang
0
2 bintang
0
1 bintang
0
Ulasan
Total ulasan: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Balasan pengembang
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the exampl... selengkapnya
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Balasan pengembang
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.